See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,708 | $105,998-80.5% | $92,233-77.5% | $147,584-86.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 28.06% | 50.05%-22.0pp | 176.28%-148.2pp | 578.55%-550.5pp |
| Employer contribution / active EE | $7,526 | $4,333+73.7% | $3,679+104.5% | $4,876+54.3% |
| Participant deferral / active EE | $6,728 | $4,478+50.2% | $3,897+72.7% | $5,439+23.7% |
| Admin fee / account holder | $1,986 | $6,332-68.6% | $5,194-61.8% | $10,885-81.8% |